Wolverine Trading
UGI icon

Wolverine Trading’s UGI UGI Stock Holding History

Wolverine Trading’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.54M Buy
46,300
+3,200
+7% +$112K ﹤0.01% 2448
2025
Q2 		$1.56M Buy
43,100
+9,300
+28% +$320K ﹤0.01% 1895
2025
Q1 		$1.11M Buy
33,800
+11,400
+51% +$361K ﹤0.01% 2143
2024
Q4 		$631K Buy
22,400
+4,100
+22% +$106K ﹤0.01% 3127
2024
Q3 		$456K Sell
18,300
-25,100
-58% -$605K ﹤0.01% 3152
2024
Q2 		$994K Buy
43,400
+19,900
+85% +$482K ﹤0.01% 2196
2024
Q1 		$577K Sell
23,500
-10,500
-31% -$252K ﹤0.01% 2701
2023
Q4 		$836K Sell
34,000
-2,900
-8% -$64K ﹤0.01% 2468
2023
Q3 		$849K Buy
36,900
+22,400
+154% +$556K ﹤0.01% 2249
2023
Q2 		$389K Sell
14,500
-1,000
-6% -$30.4K ﹤0.01% 2841
2023
Q1 		$526K Buy
+15,500
New +$588K ﹤0.01% 2463
2022
Q2 		– Sell
-13,000
Closed -$475K – 5771
2022
Q1 		$475K Buy
+13,000
New +$520K ﹤0.01% 3293
2021
Q4 		– Sell
-6,000
Closed -$258K – 6876
2021
Q3 		$258K Buy
+6,000
New +$274K ﹤0.01% 4934
2021
Q2 		– Sell
-10,400
Closed -$432K – 6740
2021
Q1 		$432K Buy
+10,400
New +$402K ﹤0.01% 3917
2020
Q4 		– Sell
-14,800
Closed -$481K – 5509
2020
Q3 		$481K Buy
14,800
+4,700
+47% +$156K ﹤0.01% 2872
2020
Q2 		$319K Buy
+10,100
New +$306K ﹤0.01% 3267
2020
Q1 		– Sell
-11,600
Closed -$519K – 5316
2019
Q4 		$519K Sell
11,600
-300
-3% -$13.7K ﹤0.01% 3041
2019
Q3 		$600K Buy
+11,900
New +$595K ﹤0.01% 2444
2018
Q3 		– Sell
-23,100
Closed -$1.03M – 5910
2018
Q2 		$1.03M Hold
23,100
– – ﹤0.01% 2246
2018
Q1 		$1.03M Buy
23,100
+5,100
+28% +$229K ﹤0.01% 2246
2017
Q4 		$845K Buy
+18,000
New +$860K ﹤0.01% 2410
2017
Q2 		– Sell
-5,600
Closed -$278K – 4992
2017
Q1 		$278K Buy
+5,600
New +$266K ﹤0.01% 3124

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wolverine Trading's UGI Position: Q2 2025 in Review

Wolverine Trading sold out of UGI (UGI) in Q2 2025, closing a stake of 11,029 shares — an estimated $379K sold.

Wolverine Trading first reported a position in UGI in Q3 2018 and held it in 9 quarters. The position peaked at $636K in Q4 2021. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Wolverine Trading reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
  • Wolverine Trading sold 11,029 UGI shares in Q2 2025, an estimated $379K.
  • Wolverine Trading first reported a position in UGI in Q3 2018 and held it in 9 quarters.
  • Wolverine Trading's UGI position peaked at $636K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.